Concept: Composite Reports
Composite reports use subreports to combine data from multiple data sources into a single report where you can configure:
- Cells, columns, and rows to perform calculations.
- Conditional formatting overrides.
- Display options for columns and rows.
- Drill-down options on calculation columns.
- Formatting.
- Hierarchies to consolidate levels of data.
- Outline structures to better filter data.
- Prompts and prompt sets to specify criteria before running a report.
- Repeating column groups that sort logically or by value.
- Rows for charting.
- Sorting options for combine data rows.
- The report as a chart or worklet.
- Dynamic control fields that enable a single composite report to generate various financial reports with multiple combinations of accounting worktags.
Composite reports also provide unique configuration and functionality options. You can:
- Deploy the reports as worklets on dashboards.
- Drag and drop columns and rows to change their placement on the report.
- Duplicate columns, data cells, and rows.
- Duplicate columns and rows with calculation or data cells while retaining the cell data and setup.
- Freeze columns by clickingGrid Preferenceson the table toolbar to improve data visibility when scrolling horizontally.
- Schedule reports to run in the background individually or as part of a report group.
Fixing Errors in Composite Reports
The
Clean Up Custom Report
task enables you to disassociate unused custom subreports and their summarization fields from composite reports so you can delete them. You can access the task from the Report Definition
option on the related actions menu of custom reports.Administrators with access to these domains in the System functional area can run this task:
- Custom Report Administration
- Custom Report Management
- Manage: All Custom Reports
The
Validate Composite Reports
report enables you to find and take action on:
- Anomalies
- Exceptions
- Warnings
Administrators with access to the
Custom Report Management
and Manage: All Custom Reports
domains in the System functional area can run this report. You can also access this report from the related actions menu of composite reports by selecting .You can click
Fix
to enable Workday to take action on invalid reports. Example: Clicking Fix
enables Workday to remove a duplicate reference to a Web Service ID or fix exceptions when joining subreports for the Map Fields For Join
grid.For all other reports that don’t display
Fix
, manually update the report.